These are our commitments to our clients
Our mission is simple: We strive to inspire our clients to realize possibility for their future and build a retirement they can be proud of and enjoy, through our innovative guidance. We live by five key principles.
Client Focused
Our passion for service comes from a deep admiration for our clients. That’s why we treat them like family. Every financial choice is carefully weighed like we would for our own family.
Honesty and Integrity
We’re proud to stand behind the work we do for our clients. That’s because we believe that accountability and trust are the cornerstones of the service we provide. We stake our reputation on it.
Committed to Excellence
Our passion to serve inspires our commitment to excellence. We’re always striving to build better experiences for our clients. That’s our promise.
Teamwork
We’re proud to partner with our clients to help them design their perfect retirement dreams. You can expect a collaborative effort throughout our proprietary four-step process The Dream Architect®.
Positive Mindset
Our commitment to service is at the heart of our positive and transparent attitude with our clients. We believe that your dreams start with the potential to proactively plan for your future — and that starts with a positive mindset.
Your Perfect Retirement Starts With the Right Team
Meet the Team
We have a long-standing
commitment to our clients
The team at Sweet Financial brings personalized and comprehensive financial planning, wealth management and investment services to our clients. Not only do we serve the southern Minnesota and northern Iowa regions, we have a nation-wide presence and currently serve clients in 35 other states. Our client-first mindset means we strive to always be transparent in everything we say and do.
A strong history of serving our clients
1979
1987
1995
2011
2011
2013
2016
2017
2018
2021
2021
2022
Bryan Sweet started his financial services career
Bryan Sweet founded Sweet Financial Services in Fairmont, MN
Offered 401(k) platform to businesses
Bryan Sweet created the Dream Architect™ program
Ty Totzke became a partner of Sweet Financial Services
Oliver Kollofski became a partner of Sweet Financial Services
Bryan Sweet, Oliver Kollofski and Brittany Anderson published their first book Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To
Brittany Anderson and Bryan Sweet release their daily journal Imagine. Act. Inspire.
Bryan Sweet was first named to the Forbes Best-in-State Wealth Advisor List
Brittany Anderson became the president and partner of Sweet Financial Services
Sweet Financial Services changed it’s name to Sweet Financial Partners and became a Registered Investment Advisor
Bryan Sweet and Brittany Anderson published their prequel to their Dare to Dream book, Dream Architecture
1979
1987
1995
2011
2011
2013
2016
2017
2018
2021
2021
2022
Bryan Sweet started his financial services career
Bryan Sweet founded Sweet Financial Services in Fairmont, MN
Offered 401(k) platform to businesses
Bryan Sweet created the Dream Architect™ program
Ty Totzke became a partner of Sweet Financial Services
Oliver Kollofski became a partner of Sweet Financial Services
Bryan Sweet, Oliver Kollofski and Brittany Anderson published their first book Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To
Brittany Anderson and Bryan Sweet release their daily journal Imagine. Act. Inspire.
Bryan Sweet was first named to the Forbes Best-in-State Wealth Advisor List
Brittany Anderson became the president and partner of Sweet Financial Services
Sweet Financial Services changed it’s name to Sweet Financial Partners and became a Registered Investment Advisor
Bryan Sweet and Brittany Anderson published their prequel to their Dare to Dream book, Dream Architecture
AWARDS
Recognitions & Features
Sweet Financial Partners is one of the largest independent practices in Southern Minnesota and Northern Iowa. As a result of his dedication to providing their clients with the ultimate client experience, Bryan Sweet, CLU®, ChFC®, MSFS, with the assistance of his team, has earned many top honors and awards.
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